VAFCX Mutual Fund

VAFCX Mutual Fund

NAV$23.68
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Returns Overview

1 Month
+1.42%
3 Months
-2.65%
6 Months
+9.67%
YTD
+4.54%
1 Year
+6.52%
3 Years (annualized)
+18.35%
5 Years (annualized)
+5.12%
10 Years (annualized)
+12.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VAFCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.54%
Peer Avg (YTD)
+8.51%
vs Peers
-3.97%

VAFCX Mutual Fund Performance

VAFCX performance across multiple time periods: 1-month 1.42%, YTD 4.54%, 1-year 6.52%, 3-year 18.35%, 5-year 5.12%, 10-year 12.92%.

VAFCX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

VAFCX vs another fund shows side-by-side returns. VAFCX alternatives are available in the Mutual Fund Screener.